-5.6%
SLB vs HUT
+156.6%
-162.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.1% | +2.4% | -3.3% |
| 7D | -7.7% | -30.8% | +23.1% | -5.5% |
| 30D | -0.7% | -50.2% | +49.5% | +4.1% |
| 3M | 0.0% | -50.5% | +50.4% | +4.4% |
| 6M | -10.4% | -42.9% | +32.5% | -8.9% |
| YTD | +31.5% | 0.0% | +31.4% | +26.6% |
| 1Y | +39.1% | -2.2% | +41.4% | +33.2% |
| 3Y | -5.7% | +289.4% | -295.1% | -25.5% |
| 5Y | +65.4% | -36.7% | +102.1% | +39.9% |
| All | -5.6% | +156.6% | -162.1% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HUT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling